Position in LZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,816,802
+$7,593,794 QoQ
Shares Held
1,601,436
+308.5% QoQ
Ownership
0.935%
of shares outstanding
% of Portfolio
7.58%
of 13F equity value
Holder Rank
#21
of 244 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LZ Over Time
Shares Held
Position Value (USD)
Derivatives in LZ
reported options exposure · as of Jun 30, 2026CallValue
$1,777,700
CallShares
290,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Business Services
Industrials · as of Jun 30, 2026CDC Financial, Inc. holds $9,816,802 across 1 Specialty Business Services name. LZ ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LZ |
Legalzoom.Com, Inc.
This page
|
1,601,436 | $9,816,802 |
All Filings in LZ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,816,802 | 1,601,436 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $1,777,700 | 290,000 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $2,223,008 | 392,065 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $834,120 | 84,000 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||